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Goelzer Investment Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Goelzer Investment Management, Inc.
报告期 2026-03-31 · CIK 0001550057
持仓数
297
前50大市值合计
$1.56B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 65
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$86.3M
540,417
-0%
减持
ACWX
ISHARES TR
-$19.8M
127,204
-70%
增持
MSFT
MICROSOFT CORP
-$8.7M
86,279
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
EXXON MOBIL CORP
+$8.4M
163,626
+2%
建仓
—
ASTRAZENECA PLC
+$8.2M
41,673
清仓
—
ASTRAZENECA PLC
-$7.6M
0
-100%
增持
VLO
VALERO ENERGY CORP
+$6.6M
29,282
+662%
减持
SLYV
SPDR SERIES TRUST
-$5.2M
791,132
-10%
减持
ADBE
ADOBE INC
-$5.1M
1,324
-91%
增持
CVX
CHEVRON CORPORATION
+$4.9M
88,978
+1%
增持
IJH
ISHARES TR
+$3.8M
1,152,695
+3%
增持
MCD
MCDONALDS CORP
+$3.8M
16,572
+264%
减持
GOOG
ALPHABET INC
-$3.7M
90,548
-4%
减持
FMAO
FARMERS & MERCHANTS BANCORP
-$3.6M
328,604
-32%
增持
IVV
ISHARES TR
-$3.5M
279,455
+3%
增持
QCOM
QUALCOMM INC
-$3.4M
80,663
+0%
增持
AVGO
BROADCOM INC
-$3.2M
110,132
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
18,545
-26%
减持
LMT
LOCKHEED MARTIN CORP
+$3.2M
26,860
-1%
建仓
FDX
FEDEX CORP
+$2.6M
7,422
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.6M
29,930
-63%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.6M
156,664
+22%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.5M
12,655
-64%
减持
—
ACCENTURE PLC IRELAND
-$2.4M
11,022
-36%
建仓
AMP
AMERIPRISE FINL INC
+$2.3M
5,272
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
56,794
+1%
减持
MBX
MBX BIOSCIENCES INC
-$2.1M
164,172
-26%
增持
—
EATON CORP PLC
+$2.1M
49,807
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$2.0M
32,022
-18%
建仓
DELL
DELL TECHNOLOGIES INC
+$2.0M
12,044
增持
SGOV
ISHARES TR
+$1.9M
34,244
+128%
建仓
CAH
CARDINAL HEALTH INC
+$1.9M
9,094
减持
ETR
ENTERGY CORP NEW
-$1.9M
69,176
-34%
减持
ADI
ANALOG DEVICES INC
+$1.9M
41,860
-1%
建仓
BPOP
POPULAR INC
+$1.9M
14,183
减持
BKNG
BOOKING HOLDINGS INC
-$1.9M
1,194
-7%
减持
ZTS
ZOETIS INC
-$1.9M
6,296
-69%
减持
MRK
MERCK & CO INC
+$1.8M
127,005
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
190,525
-1%
减持
CAT
CATERPILLAR INC
+$1.7M
20,216
-9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.6M
78,228
+5%
建仓
FTNT
FORTINET INC
+$1.6M
19,772
建仓
MSI
MOTOROLA SOLUTIONS INC
+$1.6M
3,645
减持
—
TE CONNECTIVITY PLC
-$1.6M
41,060
-8%
增持
MPC
MARATHON PETE CORP
+$1.5M
8,834
+120%
减持
NI
NISOURCE INC
-$1.4M
245,549
-20%
增持
BAC
BANK AMERICA CORP
-$1.4M
236,146
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4M
30,331
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
123,763
+14%
增持
WMT
WALMART INC
+$1.4M
104,296
+0%
建仓
MO
ALTRIA GROUP INC
+$1.4M
20,687
减持
GLW
CORNING INC
+$1.3M
32,998
-8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.2M
5,153
+184%
建仓
ATO
ATMOS ENERGY CORP
+$1.2M
6,737
增持
AAPL
APPLE INC
-$1.2M
161,957
+4%
增持
JPM
JPMORGAN CHASE & CO
-$1.2M
68,246
+3%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$1.2M
5,267
+410%
增持
WFC
WELLS FARGO & CO
-$1.1M
109,547
+4%
增持
V
VISA INC
-$1.1M
27,135
+2%
增持
EOG
EOG RES INC
+$1.1M
24,470
+3%
增持
HON
HONEYWELL INTL INC
+$1.0M
25,014
+6%
减持
USB
US BANCORP
-$1.0M
205,214
-6%
减持
AXP
AMERICAN EXPRESS CO
-$1.0M
13,239
-3%
清仓
DGII
DIGI INTL INC
-$1.0M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$996.1K
112,619
+22%
增持
AMZN
AMAZON COM INC
-$950.3K
53,861
+2%
增持
EQIX
EQUINIX INC
+$947.1K
3,726
+6%
减持
RIO
RIO TINTO PLC
+$932.3K
72,811
-1%
增持
IQV
IQVIA HLDGS INC
+$912.1K
11,266
+152%
减持
CTVA
CORTEVA INC
+$901.8K
59,552
-2%
建仓
MCO
MOODYS CORP
+$884.7K
2,028
减持
PRU
PRUDENTIAL FINL INC
-$851.7K
55,851
-0%
减持
TGT
TARGET CORP
+$825.2K
36,291
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$821.1K
15,670
+14%
增持
KO
COCA COLA CO
+$814.8K
87,475
+5%
清仓
APO
APOLLO GLOBAL MGMT INC
-$798.8K
0
-100%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$786.9K
19,090
-1%
减持
VST
VISTRA CORP
-$775.5K
2,459
-65%
减持
ENB
ENBRIDGE INC
-$757.8K
169,108
-18%
减持
TSLA
TESLA INC
-$718.5K
6,003
-8%
减持
FCX
FREEPORT MCMORAN INC
-$718.5K
54,051
-30%
建仓
EFV
ISHARES TR
+$681.3K
9,163
减持
TROW
PRICE T ROWE GROUP INC
-$664.2K
52,019
-1%
减持
LRCX
LAM RESEARCH CORP
+$658.7K
15,953
-1%
增持
PEP
PEPSICO INC
+$653.0K
51,874
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$637.3K
1,813,550
-1%
增持
PFE
PFIZER INC
+$630.9K
181,055
+1%
增持
—
MEDTRONIC PLC
-$605.9K
72,360
+1%
增持
IEFA
ISHARES TR
+$571.9K
12,322
+103%
增持
EFA
ISHARES TR
+$558.1K
25,940
+27%
增持
IEMG
ISHARES INC
+$538.0K
11,556
+190%
减持
BND
VANGUARD BD INDEX FDS
-$530.0K
12,430
-36%
减持
SO
SOUTHERN CO
+$528.6K
57,882
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$523.6K
8,756
+97%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$515.5K
22,355
-0%
减持
VEEV
VEEVA SYS INC
-$507.6K
5,978
-14%
减持
KLAC
KLA CORP
-$502.5K
3,912
-24%
增持
JMTG
J P MORGAN EXCHANGE TRADED F
+$468.5K
819,602
+1%
增持
QUAL
ISHARES TR
+$467.1K
6,513
+65%
增持
MA
MASTERCARD INCORPORATED
-$460.9K
9,197
+4%
减持
—
JOHNSON CONTROLS INTERNATION
+$453.6K
44,827
-1%
减持
IJR
ISHARES TR
+$447.9K
160,901
-1%
增持
TMUS
T-MOBILE US INC
+$438.3K
16,668
+11%
增持
INTU
INTUIT
-$437.6K
2,363
+7%
增持
CSCO
CISCO SYS INC
+$427.7K
128,234
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$424.9K
947
-49%
减持
OMC
OMNICOM GROUP INC
-$418.2K
69,051
-1%
增持
META
META PLATFORMS INC
-$409.5K
12,963
+9%
增持
CTRA
COTERRA ENERGY INC
+$402.8K
43,408
+2%
减持
RTX
RTX CORPORATION
+$395.8K
47,745
-1%
减持
GNTX
GENTEX CORP
-$394.8K
239,045
-1%
增持
DIS
DISNEY WALT CO
-$392.5K
32,579
+5%
增持
IWF
ISHARES TR
-$369.8K
7,933
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$366.0K
13,607
-34%
减持
MCK
MCKESSON CORP
+$363.8K
10,111
-1%
减持
EMN
EASTMAN CHEM CO
+$362.3K
30,393
-1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$360.4K
4,500
增持
KMI
KINDER MORGAN INC DEL
+$359.8K
55,829
+1%
建仓
VV
VANGUARD INDEX FDS
+$347.3K
1,162
增持
TLH
ISHARES TR
+$343.2K
175,727
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$341.9K
3,507
-14%
建仓
GLD
SPDR GOLD TR
+$341.2K
793
增持
XLE
SELECT SECTOR SPDR TR
+$339.9K
19,610
+2%
减持
ISRG
INTUITIVE SURGICAL INC
-$339.7K
520
-49%
建仓
SDY
SPDR SERIES TRUST
+$321.4K
2,202
建仓
XLC
SELECT SECTOR SPDR TR
+$316.2K
2,852
增持
IVE
ISHARES TR
+$312.5K
3,049
+95%
增持
BLK
BLACKROCK INC
-$302.3K
3,571
+2%
增持
UNP
UNION PAC CORP
+$301.4K
26,629
+0%
建仓
SOXX
ISHARES TR
+$280.3K
853
减持
TJX
TJX COS INC NEW
+$275.8K
48,488
-0%
增持
IGSB
ISHARES TR
+$274.9K
253,719
+3%
建仓
ITW
ILLINOIS TOOL WKS INC
+$272.3K
1,046
增持
XLI
SELECT SECTOR SPDR TR
+$270.4K
4,282
+57%
增持
IVW
ISHARES TR
-$269.8K
58,681
+5%
减持
AIG
AMERICAN INTL GROUP INC
-$268.7K
20,634
-3%
增持
—
ASML HLDG NV
+$265.7K
423
+54%
增持
CHRW
C H ROBINSON WORLDWIDE IN
+$264.4K
7,223
+24%
增持
—
APTIV PLC
-$255.0K
38,641
+0%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$254.8K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$253.7K
3,290
建仓
VTV
VANGUARD INDEX FDS
+$252.9K
1,289
增持
ANET
ARISTA NETWORKS INC
-$252.3K
40,211
+2%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$249.7K
7,800
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$247.3K
116,874
+0%
建仓
CEG
CONSTELLATION ENERGY CORP
+$242.9K
870
增持
ORCL
ORACLE CORP
-$237.7K
7,950
+10%
减持
QQQ
INVESCO QQQ TR
-$237.6K
1,585
-16%
减持
NEE
NEXTERA ENERGY INC
+$235.3K
20,398
-1%
减持
THG
HANOVER INS GROUP INC
-$234.6K
23,282
-0%
